SIA
Sage Investment Advisers’s IBM IBM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.89M | Buy |
13,084
+1,762
| +16% | +$390K | 3.03% | 11 |
|
|
2024
Q2 | $1.96M | Sell |
11,322
-330
| -3% | -$57.1K | 2.21% | 16 |
|
|
2024
Q1 | $2.23M | Sell |
11,652
-300
| -3% | -$57.3K | 2.55% | 13 |
|
|
2023
Q4 | $1.95M | Buy |
11,952
+44
| +0.4% | +$7.2K | 2.37% | 13 |
|
|
2023
Q3 | $1.67M | Buy |
11,908
+231
| +2% | +$32.4K | 2.29% | 17 |
|
|
2023
Q2 | $1.56M | Buy |
11,677
+147
| +1% | +$19.7K | 2.09% | 19 |
|
|
2023
Q1 | $1.51M | Buy |
11,530
+1
| +0% | +$131 | 2.02% | 20 |
|
|
2022
Q4 | $1.62M | Hold |
11,529
| – | – | 2.32% | 13 |
|
|
2022
Q3 | $1.37M | Buy |
11,529
+300
| +3% | +$35.6K | 2.16% | 17 |
|
|
2022
Q2 | $1.59M | Sell |
11,229
-20
| -0.2% | -$2.82K | 2.48% | 11 |
|
|
2022
Q1 | $1.46M | Sell |
11,249
-123
| -1% | -$16K | 1.94% | 15 |
|
|
2021
Q4 | $1.52M | Buy |
+11,372
| New | +$1.52M | 1.96% | 16 |
|